At Agent CRM, we’re always working to help insurance agents connect faster, convert better, and automate smarter.
That’s why we’re excited to announce that Redirect CTA links are now available in the All-in-One Chat widget, giving you even more control over your website experience and lead flow.
This feature lets you display a clickable message directly inside the chat window that points visitors to an external webpage. Whether it’s a quote form, appointment scheduler, product video, or lead magnet, you can now drive traffic where it matters most, right from your chat.
🆕 What’s New?
Previously, Redirect CTA was only available in specific chat formats like:
- Live Chat
- SMS Chat
- Email Chat
Now, with this update, you can use Redirect CTAs inside the All-in-One Chat Widget, which combines all your communication channels into a single streamlined experience.
This means a more consistent setup, more flexibility, and a better experience for your prospects.
🔗 What Is a Redirect CTA?
A Redirect CTA (Call to Action) is a clickable message that appears in your website’s chat box. When clicked, it automatically sends the user to a destination URL of your choice.
Example:
Imagine a lead starts chatting on your site. You can include a CTA in the conversation like:
“Want to see if you qualify for coverage? Click here to fill out our 30-second form!”
That message is clickable, and when the visitor taps it, they’re taken directly to your:
- Quote request form
- Calendar booking link
- Landing page
- Document download
- Or any other resource
📈 Why This Matters for Insurance Agents
You only have a few seconds to make an impression when someone visits your site.
With a Redirect CTA inside your chat, you can:
- 📆 Send them straight to your appointment calendar
- 📝 Drive form completions with one click
- 💰 Link to lead magnets or policy guides
- 🎥 Share explainer videos on complicated products
- 🤝 Encourage action when your agents aren’t online
It’s one of the fastest ways to turn traffic into action—even if you’re not at your desk.
🛠️ How to Use the Redirect CTA Feature
- Log into your Agent CRM dashboard
- Go to Sites → Chat Widget → All-in-One Chat
- Click on Settings → Redirect CTA
- Add your CTA message and destination URL
- Save and publish!
Visitors will now see your clickable CTA inside the chat window and can navigate straight to the link you provided.
🎥 Watch the walkthrough video here:
👉 https://share.descript.com/view/IR4KLXdEibW
⚠️ Important Note About AI Conversations
If you’re using Conversation AI inside the chat widget, we don’t recommend using Redirect CTAs at the same time.
Why? Because redirecting a user away from the chat window can interrupt the AI’s conversation flow—especially if the AI is trying to:
- Answer pre-sale questions
- Collect lead data
- Book appointments
Instead, let the AI do its thing, or build the redirect into the final message of the AI workflow.
🔁 Real-World Examples for Insurance Agents
Life Insurance Agent:
“Click here to compare our 3 most popular term life plans → [Your Link]”
Medicare Agent:
“Want to check your enrollment window? Use our eligibility checker here → [Your Link]”
Final Expense Agent:
“Get a free final expense quote with no phone call required → [Your Link]”
Recruiting?
“Learn how to join our team of agents → [Your Link]”
💬 Final Thoughts
Your website chat is no longer just a support tool.
It’s a conversion tool.
With the new Redirect CTA support in All-in-One Chat, you can create seamless customer journeys, guide leads to take action faster, and increase your conversion rate without any extra work.
👉 Already an Agent CRM user?
Log into your dashboard and add a Redirect CTA to your chat widget today!
👉 Not yet a user?
Start your 14-day free trial of Agent CRM and start turning chats into conversions — faster.
